In the early part of tax season, the IRS reported that the average tax refund amount was lower than last year. While that news grabbed headlines, many of you wrote me asking for a deeper dive into tax preparation. Here is your tax boot camp for the first tax year of the Tax Cuts and Jobs Act (TCJA).
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It’s February, time for the column about how to talk to your special someone(s) about money. That “s” is intentional, because we need to expand our financial conversations from our partner/spouse to all of our loved ones: the romantic ones, the kids and the parents.
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Maybe we’re too preoccupied with the weather or the after-effects of the government shut down, or we’re too excited about the Grammys, or we’re too confused about the new tax law. For whatever reason, the IRS says that Americans have not yet embraced the new tax season with gusto.
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As weather watchers were preparing for Groundhog’s Day, economists were equally focused on whether the shadow of the government shutdown would impact the January employment report. They need not have worried.
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January 28th is the opening day for tax season. The IRS has said all deadlines remain in place, except for those victims of federally declared disaster areas.
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John C. “Jack” Bogle, the founder of the Vanguard Group and the father of the index mutual fund died at age 89 on January 16th. The pioneer’s impact on the world of investing and finance was transformative and we are all better off as a result of his innovation.
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Welcome to the longest government shut down on record. Beyond the hundreds of thousands of federal employees who are feeling the most direct impact, economists are estimating how the closure might impact growth.
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December has been a rough month for investors, the kind of month that makes even the most battle scarred veterans’ hold their breath and hope for a sign that the worst is over. Sorry to say that there is never such a sign, which is why the saying “they don’t ring a bell at the top or at the bottom!” came into being.
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